Our MarketWatch op-ed explains why investors' expectations for the fiduciary standard are here to stay no matter what the official rules say.
The wealthmanagement op-ed explains how advisors fulfill fiduciary responsibilities going forward now that clients know what to expect.
Get the November edition of the Safest Dividend Yields Model Portfolio, which outperformed the S&P (+6.8% vs 2.5%) last month.
Unfortunately for this firm, profits are falling, competition is rising, and the stock's valuation is priced for perfection and poised for correction.
· Look for a new Long Idea next weekCoverage Updates
· 2,019: 10-Qs parsed since Nov 1.
· 74: 10-Ks parsed since Nov 1.
· 164: Stocks & mutual funds added to coverage over the last 3 months.
New Stocks on Exec Comp & ROIC Model Portfolio
Get a peek at two new stocks that make our Exec Comp Aligned With ROIC Model Portfolio this month. Our Exec Comp Aligned With ROIC Model Portfolio (+4.0%) outperformed the S&P 500 (+1.5%) last month.New Stocks on Safest Dividend Yield Model Portfolio
Get a peek at one of the ten new stocks that make our Safest Dividend Yield Model Portfolio this month. Our Safest Dividend Yield Model Portfolio (+6.8%) outperformed the S&P 500 (+2.5%) last month.Danger Zone Podcast
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week.